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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

257 hedge funds and large institutions have $578M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 113 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 77

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

3% less funds holding

Funds holding: 264257 (-7)

4% less ownership

Funds ownership: 71.31%67.31% (-4%)

6% less capital invested

Capital invested by funds: $617M → $578M (-$38.5M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
257
Holders Change
-7
Holders Change %
-2.65%
% of All Funds
3.7%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
24
Increased
113
Reduced
77
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
201
Diversify Advisory Services
Utah
$218K +$218K +8,934 New
4FG
202
4Thought Financial Group
New York
$217K +$110K +4,487 +102%
AM
203
AGF Management
Ontario, Canada
$211K
RIS
204
Retirement Income Solutions
Michigan
$210K
Jane Street
205
Jane Street
New York
$205K -$2.23M -91,200 -92%
EP
206
Essential Planning
New Hampshire
$202K
EPW
207
Evergreen Private Wealth
Colorado
$186K +$12.1K +495 +7%
TWC
208
TD Waterhouse Canada
Ontario, Canada
$185K +$186K +7,600 New
SRCM
209
Signature Resources Capital Management
California
$184K
PTC
210
Private Trust Company
Ohio
$178K
CFGS
211
Concourse Financial Group Securities
Alabama
$167K +$16.3K +667 +11%
HPC
212
HM Payson & Co
Maine
$157K
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$129K +$1.96K +80 +2%
Citigroup
214
Citigroup
New York
$122K -$11K -450 -8%
BlackRock
215
BlackRock
New York
$121K +$22.3K +913 +23%
AA
216
Ancora Advisors
Ohio
$105K
Deutsche Bank
217
Deutsche Bank
Germany
$94.1K
S
218
Sachetta
Massachusetts
$90.7K
RPCA
219
Running Point Capital Advisors
California
$90.6K
FRA
220
Front Row Advisors
California
$80.8K
AF
221
Advisornet Financial
Minnesota
$75.9K -$46.3K -1,894 -38%
AWM
222
AllSquare Wealth Management
New York
$75.4K
BFEC
223
Benjamin F. Edwards & Company
Missouri
$75K +$98 +4 +0.1%
JFGIW
224
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72.3K
MBFW
225
Morton Brown Family Wealth
Pennsylvania
$66.6K +$3.18K +130 +5%